Encompass Advisory Services, LLC logo

Encompass Advisory Services, LLC

Updated today

Client assets under management

$119,571,486

Clients

425

8% high-net worth

Advisors

7

of 14 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

61

Typical

Average account size

$281,345

About

Encompass Advisory Services is a team‑based registered investment adviser serving individuals (including high‑net‑worth clients), business entities, retirement plans, trusts, and charitable organizations with financial planning, investment and wealth management, and estate‑document facilitation via a third‑party platform. The firm offers both discretionary and non‑discretionary portfolio management, standalone planning and consulting engagements, sub‑advisory relationships, and access to insurance products through supervised persons who are licensed insurance agents.

Portfolios are generally constructed with allocations to mutual funds, ETFs, individual equity and debt securities, and, when appropriate, private placements, with the Firm able to delegate active management to independent managers or model portfolios. Encompass uses fundamental, technical, and cyclical analysis, conducts continuous monitoring with at least annual reviews, and consults with clients to align portfolios with risk tolerance, time horizon, and liquidity needs.

The brochure highlights several features that are uncommon among similarly sized team firms: as of 12/31/2025 the Firm reported a larger non‑discretionary book (576 non‑discretionary accounts totaling $68.16M versus 431 discretionary accounts totaling $53.10M), it offers an optional estate‑document subscription (free the first year, then $49 annually), and it provides complimentary educational seminars and newsletters. The Firm also discloses a prior regulatory citation involving a supervised person for a reporting violation and notes that multiple supervised persons are licensed to sell insurance, which may create potential conflicts of interest.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning College savings (529s, UTMA, etc.) Wealth management

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial Planning: $100 to $10,000; Estate Planning Documents Preparation: $250 for individual, $500 for couple; 529 Plan flat fees of $50 to $100 annually

Percentage

$0 - $24,999: 2.0% $25,000 - $99,999: 1.75% $100,000 - $499,000: 1.5% $500,000 - $999,999: 1.25% $1,000,000 - $2,000,000: 1.0% Above $2,000,000+: Negotiable

Project-based

$100 to $500 per hour

Subscriptions

Optional annual subscription for estate planning document changes: Free first year, then $49/year

Main office location

Encompass Advisory Services, LLC

23114 Seven Meadows Parkway

Katy TX 77494, United States

Number of offices

1

Most active in

California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Didya B

Series 66

Katy, TX

Encompass Advisory Services, LLC

Didya Bianchi is a financial advisor at Encompass Advisory Services, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining Encompass. Outside of her advisory role, she owns and manages Bianchi Home Inspections and is involved in real estate brokerage through Venture Realty LLC. Encompass Advisory Services is a state-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm provides financial planning, consulting, investment management, and estate-document facilitation, tailoring portfolios across various securities and offering both discretionary and non-discretionary management.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
user avatar

Nathan D

Series 63, Series 65

Katy, TX

Encompass Advisory Services, LLC

Nathan Dagley is a financial advisor with Encompass Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Encompass Advisory Services since 2016 and has extensive experience in insurance through his roles at Dagley Insurance Agency and related entities. Outside of his advisory role, Dagley is involved in managing a youth sports club and has founded a safe driving mobile app. Encompass Advisory Services is a state-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides tailored financial planning, investment management, and estate-document facilitation, utilizing fundamental, technical, and cyclical analysis across a range of investment vehicles and offering both discretionary and non-discretionary management options.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
user avatar

Derek S

CFP®, ChFC®, Series 63, Series 66

Katy, TX

Encompass Advisory Services, LLC

Derek Sensenig is a CFP® and ChFC® with 14 years of industry experience. He is currently a financial advisor at Encompass Advisory Services, LLC and has held prior roles at The Leaders Group Inc, AE Wealth Management, and Roberts Wealth Management. In addition to his advisory work, he is a practicing professor at Kansas State University, teaching master’s and PhD level courses, and he writes peer-reviewed articles for various journals. Encompass Advisory Services serves individuals, retirement plans, trusts, estates, charitable organizations, and business clients by providing financial planning, investment management, and estate-document facilitation. The firm customizes portfolios using a mix of mutual funds, ETFs, individual securities, and occasional private placements, offering both discretionary and non-discretionary management.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
user avatar

Thomas P

Series 66

Fort Worth, TX

Encompass Advisory Services, LLC

Thomas Payne is a financial advisor at Encompass Advisory Services, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Prosperitas Wealth Management and Investors Capital Corp. Outside of his advisory role, Payne is also an independent insurance agent specializing in life, disability, and long-term care insurance. Encompass Advisory Services serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial planning, consulting, investment management, and estate-document facilitation. The firm uses a tailored investment approach across multiple asset types and offers both discretionary and non-discretionary management services.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
user avatar

Jason C

CFP®, Series 63

Katy, TX

Encompass Advisory Services, LLC

Jason Ceyanes is a CFP® professional with 14 years of industry experience, currently serving at Encompass Advisory Services, LLC. He has held roles at The Leaders Group Inc. and MWA Financial Services Inc., and teaches a personal money management course at the University of Houston – Clear Lake. Encompass Advisory Services provides financial planning, consulting, investment management, and estate-document facilitation for individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary management.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
user avatar

John P

Series 63, Series 65

Katy, TX

Encompass Advisory Services, LLC

John Pessarra is a financial advisor at Encompass Advisory Services, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lakewood Capital Management and Mirex Aquapure Solutions. Outside of finance, he serves as Director of Production and Strategic Sales Manager at Zoombang, a company producing protective performance undergarments for professional sports leagues. Encompass Advisory Services serves individuals, retirement plans, trusts, estates, charitable organizations, and business clients with financial planning, consulting, investment management, and estate-document facilitation. The firm customizes portfolios using fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary management.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
user avatar

Scott H

Series 65, Series 66

Katy, TX

Encompass Advisory Services, LLC

Scott Hansen is a financial advisor with Encompass Advisory Services, LLC, holding Series 65 and Series 66 licenses and 22 years of industry experience. His prior work includes seven years at Allstate Insurance Company. Outside of his advisory role, Hansen operates an independent insurance agency and provides small business consulting through Elite Resources. Encompass Advisory Services serves individuals, retirement plans, trusts, estates, charitable organizations, and business clients with financial planning, investment management, and estate-document facilitation. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers both discretionary and non-discretionary management services.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
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